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  1. Ability to automatically attach a file to all invoices when users send an email out from Xero.

    Purpose: To save time from having to manually attach the files.

    230 votes

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  2. Ability to customise a budget manager layout.

    Purpose: To make users able to get their preferred figures appear in the budget manager report.

    195 votes

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  3. Need to be able to send credit notes including bill credit notes to customer/ supplier with one click. Equally as important as sending them an invoice/ purchase order.

    5 votes

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  4. Add preferred name option

    4 votes

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  5. This will allow for easy review of an employee's age alongside their current payrate and adjustment post birthday. Currently, I run two reports, Employee Contact Details and Employee Remuneration Report, export to excel and merge to allow cross reference of all information. The remuneration Report would also benefit from having all wage categories to select if needed, ie: Saturday Rate, Sunday Rate, Public Holiday Rate etc. Negating the need to access each employee pay template to check correct rates have been set up.

    4 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  6. Unscheduled pay run - most of my unscheduled pay runs are paid on the day of creation.
    It would be good to be able to change the payment date to the actual date of payment instead of the date selected by the unscheduled pay run.

    E.g. unscheduled pay run for the week ending 13th Aug has a payment date of 16th Aug yet payment may have been made on 18th Sep.

    3 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  7. It would be handy if account transaction list that shows when you click on your bank account could be modified to include / remove different fields so that you can see information that you would like to see when looking at bank transactions without having to create a custom report.

    5 votes

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  8. Instead of tying in the amounts, what about adding a tick box next to the value where you can select the full amount shown and only if a lesser amount is to be used then have to type in the value.

    9 votes

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  9. We need to know how much to provide for on the balance sheet for annual leave and long service leave each month and track these for our financial statements. All the information is available via Xero payroll (leave balances and pay rates for each employee as well as leave accrued and leave taken) but in order to account for this correctly we are expected to export reports and do the calculations ourselves. And we need to maintain external files to reconcile this to each month.
    If Xero is offering a payroll and leave tracking function it should ensure the accounting…

    77 votes

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     ·  13 comments  ·  Payroll  ·  Admin →
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  10. I would like to know if there is ever going to be an update to Xero me timesheets to allow employees to enter words instead of regular hours in the description box eg. I am a house builder and have about 6 different sites on the go at the same time and I would like to be able to allocate my employees time to which house they were working on so that I can then charge the customer the correct fee. My employees get different rates of pay so not easy to set up using timesheet tracking.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  11. To reassign or remove multiple billable expenses at once and to make edits to billable expenses from within reports.

    I have a client who has 175 outstanding billable expenses, which need to be removed as the invoices have been billed manually.

    17 votes

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  12. In Xero payroll, when pay runs are posted before the pay date there needs to be a delay in the employees accessing payslips

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  13. At the moment, there are two places you can find out if there are billable expenses outstanding for a Contact: at the bottom of the Sales Overview, and in one report.

    A total should be visible in the header of Contacts that have had billable expenses assigned to them (including if there's Projects assigned to that Contact with uninvoiced expenses).

    There should also be a widget for the dashboard similar to the section at the bottom of the Sales Overview.

    These will make it easier to remember to on-bill expenses in a timely fashion.

    3 votes

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  14. When a bill is generated through Email-to-Bill the bill history only says System Generated and 'Received through Email-to-Bill'
    It would be much more valuable to see the sender's email here (e.g. 'Received through Email-to-Bill from ***@gmail.com') in case a follow-up is needed

    4 votes

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  15. To be add the job title of a primary person and additional person in a contact details.
    Xero is not a CRM but to manage the invoicing and bills relationship with contact, it could be great to know the position of the person on the other side.
    It could be a great add-on as to know to whom we are addressing our email in the contact company.

    74 votes

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    Hi community, we understand how being able to add a persons job title in contacts would help distinguish and identify within a contact.

    Being open, this isn't something we have plans of for the time being. Right now, though not the ideal solution you could possibly use the notes feature in contacts to add detail of the differentials. We know this won't solve the needs for everyone in the idea but may help for some scenarios.

    If there is any plans made around this we will update you of this, here.

  16. It would be great if there was some flag/notification visible on the Dashboard, to inform clients that you have raised a Discussion point on a transaction, that they need to address.

    8 votes

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  17. Currently, when using the cash coding screen, if you do not allocate a payee a new payee is created for each line item. If there is no Payee the contact should be Unknown otherwise there is too many contacts created for no reason.

    3 votes

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  18. Ability to send and generate online commencement forms from Xero Payroll.

    Purpose: Employees can complete and submit their own online commencement forms, rather than having to ask the employers to submit it.

    249 votes

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    46 comments  ·  Payroll  ·  Admin →
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    Appreciate your input here, everyone. This is a feature that our team have looked into and would like to develop for AU Payroll, however there are a few other key pieces of work lined up before they get a chance to explore this further.
    Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. If there’s any movement, we’ll make sure to come back and let you all know.

  19. REPORT -From the contact - Bills "Approved & Paid & the "Supplier Bill Activity" Reports would benefit from adding the account code/name

    3 votes

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  20. When a client changes from GST registered to no longer GST registered - It would be greatly appreciated if all the rules changed to BAS Exc like it does in Chart of Accounts. Young clients shop everywhere and therefore there are hundreds of rules to edit.

    3 votes

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